When creating your estate plan, it is important to understand the difference between probate and non-probate assets. Probate assets are those subject to court administration in a process through which ...

Question: While my mom was living, she and I discussed everything including her estate planning and trust. I was (and am now) the named trustee. Mom passed away six months ago. Given all the ...

Dear Liz: You recently wrote about the drawbacks of payable on death accounts, including that the funds go directly to the beneficiaries before the estate’s expenses are paid. Aren’t all 401(k)s ...

As you plan for the future, there are many considerations for what happens after you die. After all, you’ve likely worked hard to accumulate some money and valuables, so you want to make sure there’s ...

When a loved one dies, the last thing you want to think about is the headache, time and expense of going to Probate Court to settle the estate. There are several ways to avoid probate in Arizona. The ...